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Disclosery

Sigma Planning Corp: CLSE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on CLSE, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 42,453 CLSE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,453 shares
    Change vs previous 13F +34,033 shares

    0.04% of the 13F portfolio, value $1,449,135.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,420 shares
    Change vs previous 13F -2,810 shares

    0.01% of the 13F portfolio, value $236,934.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,230 shares
    Change vs previous 13F -3,675 shares

    0.01% of the 13F portfolio, value $306,907.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,905 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $388,122.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,905 shares
    Change vs previous 13F -9,718 shares

    0.01% of the 13F portfolio, value $348,326.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,623 shares
    Change vs previous 13F -53,010 shares

    0.02% of the 13F portfolio, value $532,112.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 77,633 shares
    Change vs previous 13F -13,130 shares

    0.06% of the 13F portfolio, value $1,778,575.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 90,763 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,021,291.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).